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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,312 | $183,516-67.7% | $155,534-61.9% | $145,884-59.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.00% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,971 | $5,315-6.5% | $4,675+6.3% | $4,662+6.6% |
| Participant deferral / active EE | $7,662 | $6,467+18.5% | $5,630+36.1% | $6,690+14.5% |
| Admin fee / account holder | $2,501 | $19,293-87.0% | $15,900-84.3% | $13,392-81.3% |